WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH vs Nippon India Vision Fund compare
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Fund | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1840 Cr | ₹6395 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 22 Dec 2023 | 08 Oct 1995 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 Large MidCap Index | NIFTY Large Midcap 250 TRI |
| Turn Over | % | 74% |
| Expense Ratio | 2.04 | 1.96 |
| Manager | Ramesh Mantri | Amar Kalkundrikar |
| ISIN Code | INF03VN01837 | INF204K01406 |
| Exits Load | WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Nippon India Vision Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Month | 2.9% | 1.29% |
| 6 Month | 9.44% | 6.57% |
| 1 Year | 10.34% | 8.39% |
| 3 Year | - | 21.06% |
| 5 Year | - | 22.28% |
SIP Return Analysis
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 6 Month | 3.25% | 2.02% |
| 1 Year | 16.76% | 12.61% |
| 3 Year | - | 18.24% |
| 5 Year | - | 18.34% |
Rolling Lumpsum Returns
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| 1 Year | 8.56% | 19.49% |
| 3 Year | - | 16.82% |
| 5 Year | - | 13.9% |
Risk Management
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Standard Deviation | - | 12.94% |
| Sharp | - | 1.03% |
| Beta | - | 0.93% |
| Alpha | - | 2.21% |
Fund Managers
| Scheme Name | WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Name | Ramesh Mantri | Amar Kalkundrikar |
| Total AUM | ₹0 Cr | ₹19671 Cr |
| Funds Managed | 10 | 4 |
| WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH | Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
Market Cap
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 17.92 | 5.62 |
| Large Cap | 43.01 | 56.12 |
| Mid Cap | 33.7 | 37.36 |
| Small Cap | 5.37 | 0.9 |
Sector Allocation
| Scheme Name |
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH |
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option |
|---|---|---|
| Others | 8.43 | 1.42 |
| Communication Services | 5.28 | 1.56 |
| Energy | 4.19 | 5.72 |
| Industrials | 9.48 | 15.44 |
| Technology | 9.5 | 9.76 |
| Basic Materials | 5.13 | 9.42 |
| Financial Services | 31.39 | 22.86 |
| Healthcare | 8.48 | 4.1 |
| Real Estate | 4.55 | 1.68 |
| Consumer Cyclical | 10.05 | 20.06 |
| Consumer Defensive | 3.04 | 4.84 |
| Utilities | 0.47 | 3.15 |
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